Creating your estate plan is an important step for an adult to take, but it isn’t one that you can take care of and then forget about. It’s imperative that you periodically review your estate plan to determine whether it still meets your needs. The majority of estate...
Month: September 2020
Will a no-contest clause prevent an estate challenge in Florida?
Sometimes, when someone dies, their family discovers that there is something amiss with their estate plan or last will. Maybe they disinherited all of their direct family members in favor of the paid medical assistant who lived with them in their last month. Perhaps...
How soon should you create a will?
As someone who is young, you may not think that it’s important for you to have a will. You don’t have children, barely have any property and don’t see any reason that you’d need one. A will is an excellent legal document, though, and it can protect you in a few ways....
4 estate planning moves for high-net-worth families
Putting your financial house in order can protect your long-term interests and help you avoid stress, especially if you’re experiencing any anxiety over the November election. While every family’s situation is different, there are practices that can help...
Can you use an oral will in Florida?
An oral will sounds simple. When you approach the end of your life, you’ll call your heirs and have them gather at the nursing home. There, you’ll outline exactly what you want to happen with your estate and who should get which assets. You even like the fact that...
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